Sessions completed 47 ▲ 18% vs last week
Avg. time to value 2.4 days ▲ 2.1x faster
Self-serve rate 91% ▲ 6 pts
Escalations 4 ▼ 3 vs last week
Customer onboarding progress Export CSV
Customer Plan Progress Last session Status
NG Northwind GroupEnterprise 2h ago Live
CL Cerby LabsGrowth Yesterday In progress
UF Uptick FieldGrowth 4 days ago Stuck
BG BudgetlyStarter 6h ago In progress
QA Qualia HealthEnterprise 1h ago In progress
CB CanibuildGrowth 9 days ago At risk
Needs a human 4
Uptick Field 4 days ago
"Can we get SSO on the Growth plan?" — commercial question, outside Zen's scope.
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Canibuild 9 days ago
Data import failed 3 times — malformed CSV from their legacy system.
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Cerby Labs Yesterday
Asked for a custom invoice template — not covered in the knowledge base.
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Budgetly 6h ago
Multi-region tax setup — Zen flagged low confidence and paused.
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Live & recent sessions
Qualia Health · Dr. Amara O. Connecting Google Calendar · 3:41 elapsed
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Northwind Group · Front desk Staff training · 1:12 elapsed
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Budgetly · Tom R. Completed · 5 of 5 steps · 4:12
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Cerby Labs · Ana P. Completed · 4 of 5 steps · 7:38
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Uptick Field · Marc D. Abandoned at "Sync CRM" · 2:04
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Where customers get stuck Last 30 days
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Zen's read: the biggest drop is at Sync CRM — 12 of 26 customers couldn't find their provider in the list. Promoting the top 6 CRM logos would likely recover ~20% of this step.